Wes has over 30 years of experience in the Financial Services industry specializing in retirement planning, Qualified Plans and customized individual investment solutions. He graduated with a Bachelor of Science degree from Syracuse University and holds Series 6,7, 31,63,65 as well as life, health and accident insurance licenses. In order to be more effective in serving the interest of his clients, Wes has continuously pursued ongoing training and earned the Accredited Asset Management Specialist (AAMS) designation from the College for Financial Planning in 2011 and the Accredited Investment Fiduciary (AIF) in 2015. Wes is member of the RBC Private Client Group’s President’s Council in recognition of his commitment to his clients and RBC Wealth Management.

Wes and his wife, Val, are longtime Syracuse residents with a labrador retriever and one lonely cat.